Eagle Wealth Management Group

Welcome to a great new experience in Online Portfolio Tracking, with EWM’s new mobile app! We are excited to feature this innovative and holistic portfolio management platform to provide our authorized Eagle Wealth Management clients with access to a powerful, modern reporting experience.

Dynamic: The EWM Portfolio Tracking App provides a dynamic view of your financial wealth picture, including all of your accounts, balances, and updates, from any of your devices, anytime, anywhere.

Client Portal: This gives you access to the client portal with a view that matches the way we discuss your portfolio with you.

Secure Vault: You can use the secure vault to easily upload, track, and share confidential documents.

Notifications: You can choose to receive notifications to keep you informed of alerts from EWM, such as when account overviews are added to the vault or about important highlights from your investment portfolio.

Security: Rest assured, your data is secure. At EWM, we take your security and privacy very seriously and have implemented strong security measures and strict data protection policies.

Requirements: You must be an EWM App user that has been authorized for EWM app access. If you would like to request access, please contact your EWM Advisor.